KWM
Kolinsky Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $581K | Buy |
6,571
+508
| +8% | +$44.9K | 0.35% | 57 |
|
|
2024
Q3 | $534K | Buy |
6,063
+1,272
| +27% | +$112K | 0.35% | 62 |
|
|
2024
Q2 | $388K | Buy |
4,791
+332
| +7% | +$26.9K | 0.28% | 79 |
|
|
2024
Q1 | $375K | Buy |
4,459
+747
| +20% | +$62.8K | 0.29% | 83 |
|
|
2023
Q4 | $289K | Buy |
3,712
+111
| +3% | +$8.63K | 0.25% | 99 |
|
|
2023
Q3 | $249K | Buy |
3,601
+31
| +0.9% | +$2.15K | 0.25% | 99 |
|
|
2023
Q2 | $258K | Buy |
3,570
+236
| +7% | +$17.1K | 0.25% | 102 |
|
|
2023
Q1 | $233K | Buy |
3,334
+96
| +3% | +$6.71K | 0.25% | 109 |
|
|
2022
Q4 | $218K | Buy |
+3,238
| New | +$218K | 0.25% | 114 |
|
|
2022
Q3 | – | Sell |
-3,146
| Closed | -$203K | – | 125 |
|
|
2022
Q2 | $203K | Buy |
3,146
+84
| +3% | +$5.42K | 0.24% | 115 |
|
|
2022
Q1 | $239K | Buy |
+3,062
| New | +$239K | 0.23% | 112 |
|